Case Study
How a clearly articulated investment philosophy and supporting materials helped a leading wealth management firm grow AUM by $1 billion in 12 months.
The Challenge
When a leading wealth management firm was struggling to identify and articulate its investment philosophy across its line of investment products, it approached KWP for assistance. Working with the client, we developed a thought leadership point of view. We authored a white paper clearly articulating the firm’s investment philosophy and how that philosophy informed product development and management. An easy-to-understand, visually appealing infographic helped to train advisors on the investment philosophy and informed client discussions.
Our Approach
KWP developed a complete program that included:
• A 50-page whitepaper on the firm’s investment philosophy
• 10 training webinars to educate high-net-worth private bankers
• New product development and product fact sheets
• A client brochure
• An easy-to-understand infographic and sales training materials
The Outcome
Our work with this client resulted in 4,200 new accounts and more than $1 billion growth in AUM in 18 months.
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Building a business strategy, roadmap and service model for ultra-high-net-worth clients.
A national wealth management firm was dabbling in the ultra-high-net-worth (UHNW) market...
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